Amova Asset Management Americas, Inc.
Institutional investor · Portfolio as of Q3 2020
Top Holdings211 positions
SQUARE INC | 4.6M | $766.1M | 6.8% | $62.18 | +165.06% | 7 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 1.3M | $577.5M | 5.1% | $21.43 | +567.25% | 7 qtrssince 2019-Q1 | Increased 99 |
INVITAE CORP | 11.3M | $493.7M | 4.4% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
Roku Inc | 2.2M | $428.8M | 3.8% | $109.89 | +70.96% | 5 qtrssince 2019-Q3 | Increased 67 |
ZILLOW GROUP INC | 3.8M | $385.1M | 3.4% | $35.97 | +181.95% | 7 qtrssince 2019-Q1 | Decreased 0 |
SEA LTD SPONSORD ADS | 2.4M | $379.2M | 3.4% | $95.88 | +60.67% | 3 qtrssince 2020-Q1 | Increased 90 |
CRISPR Therapeutics AG | 3.7M | $308.8M | 2.7% | $43.41 | +92.69% | 7 qtrssince 2019-Q1 | Decreased 0 |
LENDINGTREE INC NEW | 989,002 | $272M | 2.4% | $237.55 | +28.64% | 7 qtrssince 2019-Q1 | Decreased 0 |
SLACK TECHNOLOGIES INC | 9.6M | $259.4M | 2.3% | — | — | 2 qtrssince 2020-Q2 | Increased 85 |
Twilio Inc | 998,127 | $248.5M | 2.2% | $203.51 | +22.25% | 7 qtrssince 2019-Q1 | Increased 85 |
PINTEREST INC | 5.9M | $246.6M | 2.2% | $16.18 | +150.68% | 5 qtrssince 2019-Q3 | Decreased 0 |
TELADOC HEALTH INC | 1M | $228.9M | 2.0% | $202.62 | +7.27% | 7 qtrssince 2019-Q1 | Increased 85 |
Meta Platforms Inc | 812,644 | $215.3M | 1.9% | $231.79 | +11.92% | 6 qtrssince 2019-Q2 | Increased 78 |
Intercontinental Exchange Inc | 2.1M | $213.6M | 1.9% | $85.82 | +7.92% | 7 qtrssince 2019-Q1 | Increased 78 |
Mercadolibre Inc | 193,542 | $210.6M | 1.9% | $515.78 | +109.87% | 7 qtrssince 2019-Q1 | Decreased 0 |
2U INC | 6.1M | $205.1M | 1.8% | — | — | 7 qtrssince 2019-Q1 | Increased 54 |
TAIWAN SEMICONDUCTOR MFG LTD | 2.5M | $204.8M | 1.8% | $61.15 | +20.45% | 7 qtrssince 2019-Q1 | Increased 78 |
ALIBABA GROUP HLDG LTD | 661,510 | $195.8M | 1.7% | $198.58 | +39.31% | 7 qtrssince 2019-Q1 | Increased 61 |
PROTO LABS INC | 1.4M | $179.8M | 1.6% | $87.21 | +53.79% | 7 qtrssince 2019-Q1 | Increased 52 |
SPOTIFY TECHNOLOGY S A | 708,927 | $173.7M | 1.5% | $237.14 | +2.29% | 7 qtrssince 2019-Q1 | Increased 77 |
Amova Asset Management Americas, Inc. manages $11.3B across 211 positions as of Q3 2020. Top holdings: XYZ (6.8%), TSLA (5.1%), NVTAQ (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 42 new positions, 5 exits, 67 increased. Top move: TSLA (INCREASED, conviction 99). Portfolio: $11.3B across 211 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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